iShares Dow Jones US Consumer Goods shares owned by Comprehensive Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Comprehensive Wealth Management
from 13F filings
Historical chart of Comprehensive Wealth Management investment in iShares Dow Jones US Consumer Goods
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Quarterly reported holdings in iShares Dow Jones US Consumer Goods by Comprehensive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $558k | 8.5k | 65.75 |
| 2024-03-31 | $562k | 8.3k | 67.63 |
| 2023-12-31 | $471k | 2.5k | 191.71 |
| 2023-09-30 | $468k | 2.5k | 186.51 |
| 2023-06-30 | $483k | 2.4k | 200.29 |
| 2023-03-31 | $452k | 2.3k | 199.23 |
| 2022-12-31 | $409k | 2.0k | 202.78 |
| 2022-09-30 | $348k | 1.9k | 179.83 |
| 2022-06-30 | $366k | 1.9k | 194.95 |
| 2022-03-31 | $279k | 1.4k | 200.38 |
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